UF

Univest Financial Portfolio holdings

AUM $1.79B
1-Year Est. Return 17.46%
This Quarter Est. Return
1 Year Est. Return
+17.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.53B
AUM Growth
-$54.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$16.8M
3
+$13.6M
4
LLY icon
Eli Lilly
LLY
+$12.2M
5
PM icon
Philip Morris
PM
+$10.3M

Top Sells

1
+$14.9M
2
+$9.45M
3
+$9.35M
4
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$9.07M
5
ROP icon
Roper Technologies
ROP
+$8.76M

Sector Composition

1 Technology 20.81%
2 Financials 10.33%
3 Healthcare 8.06%
4 Communication Services 5.6%
5 Consumer Discretionary 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.7M 0.83%
87,284
-13,478
27
$12.4M 0.81%
455,735
-332,593
28
$12.1M 0.79%
34,532
+208
29
$11.7M 0.77%
70,827
-622
30
$11.7M 0.76%
18,419
+4,217
31
$11.6M 0.76%
171,589
+42,289
32
$11.6M 0.76%
139,355
-9,043
33
$11.6M 0.76%
55,547
+13,531
34
$11.5M 0.75%
94,348
-97
35
$11.4M 0.75%
42,409
-5,215
36
$11M 0.72%
69,206
+64,829
37
$11M 0.72%
77,597
+1,501
38
$10.2M 0.67%
62,110
-12,406
39
$10M 0.66%
128,120
-9,406
40
$9.73M 0.64%
39,646
-970
41
$9.58M 0.63%
30,108
+1,803
42
$9.54M 0.62%
233,975
+12,062
43
$9.3M 0.61%
14,844
+9,414
44
$9.17M 0.6%
15,547
-14,850
45
$8.21M 0.54%
29,877
+1,930
46
$8.15M 0.53%
33,439
-3,734
47
$7.71M 0.5%
20,102
+12,216
48
$7.6M 0.5%
182,116
+169,270
49
$7.58M 0.5%
20,676
+10,094
50
$7.44M 0.49%
23,830
-12,616
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